2023 Form 5500 filing — Roofers Local No. 74/ No. 203 Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250407054507NAL0032189138001) for Roofers Local No. 74/ No. 203 Pension Plan, reported by Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund under EIN 16-6062398 and plan number 001. It reports 862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407054507NAL0032189138001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund
- EIN
- 16-6062398
- Plan number
- 001
- Location
- West Seneca, NY
- Participants
- 862
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,384,923
- Total liabilities (EOY)
- $5,177,191
- Net assets (EOY)
- $66,207,732
- Employer contributions
- $3,419,192
- Total income / additions
- $11,296,068
- Benefits paid
- $5,769,839
- Administrative expenses
- $564,420
- Total expenses
- $6,334,259
- Net increase / (decrease)
- $4,961,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $153,196 | $0 |
| Luke Baecker | EMPLOYEE | $46,341 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $37,850 | not reported in the loaded dataset |
| Equity Investment Corporation | NONE | $31,240 | not reported in the loaded dataset |
| Arcara Lenda Eusanio & Stacey, Cpas | NONE | $29,122 | not reported in the loaded dataset |
| Sage Advisory Services | NONE | $26,088 | not reported in the loaded dataset |
| Thomas White International Ltd. | NONE | $24,327 | not reported in the loaded dataset |
| Edge | NONE | $23,887 | not reported in the loaded dataset |
| Polen Capital Management | NONE | $21,554 | not reported in the loaded dataset |
| Capital Research And Management Co | NONE | $16,384 | not reported in the loaded dataset |
| Lipsitz Green Scime & Cambria | NONE | $8,101 | not reported in the loaded dataset |
| Invesco Advisors, Inc. | NONE | $6,196 | not reported in the loaded dataset |